See how far you can go with the right plan.

A wealth plan is about more than just money. It’s the story of where you started and how you want to end—and everything in between. It’s the blueprint for how you will make some of the most significant choices in your life, from when to sell your business or retire to how you want your assets to be maintained, passed down and used to achieve your personal objectives. To be successful, many different aspects of your plan must work in harmony, and to stay in harmony, they must be periodically evaluated and adapted. A wealth planning team can help you gather what you need to create a wealth plan. That team can provide the expertise you need to fully understand where you’re at and where you’re going. With everything in one place, you’ll see the cohesion you've been craving.

Wealth Transition Services
Whether you’re thinking about your retirement plan, charitable giving goals, or making sure your family is taken care of, our team of tax professionals, financial advisors, business advisors, estate planners, and business valuation analysts can help you transition your wealth. Our team of professionals has extensive knowledge when it comes to estate, trust and gift tax planning to help you make the best decisions when transitioning your wealth. 

Business Valuation
You have worked hard and your business is thriving. Knowing the value of your business is key. Is the offer on the table enough to walk away and live your dreams? Your wealth plan is key to knowing what the “right” number is so that you can make a sound exit strategy that supports your future goals.

Financial Services
Comprehensive financial planning is more than just investments—it’s strategizing to minimize taxes while adjusting tactics to align with your personal risk tolerance and changing market climates. We will work closely with you to define and prioritize your goals, then explore strategies and solutions designed to achieve each goal.

What to Expect When You Work with Us
When you work with Eide Bailly's wealth planning professionals, you'll be surrounded by a team that brings knowledge from an array of specialty areas—business valuation, estate, trust and gift tax planning, financial planning—to provide a comprehensive approach to your wealth plan. We understand the importance of every detail, and we'll help you create a clear, concise plan so you obtain your financial, personal and charitable objectives. Our goal is simple: We want to help you achieve your dreams.

What Our Clients Say

Video Testimonial

Are you ready for a comprehensive wealth plan?

It all starts with a conversation. Let’s talk.